Q3 2024 13F Holders as of 30 Sep 2024
-
Type / Class
-
Equity / LOAD EQUITY FUND
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Number of holders
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7
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Total 13F shares, excl. options
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34.5K
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Shares change
-
-6.6K
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Total reported value, excl. options
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$2.22M
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Value change
-
-$387K
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Number of buys
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2
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Number of sells
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-5
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Price
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$64.39
Significant Holders of AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q3 2024
10 filings reported holding 939330106 - AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND as of Q3 2024.
AMERICAN FUNDS WASHINGTON MUTUAL A - LOAD EQUITY FUND has 7 institutional shareholders that have filed 13F forms with the Securities Exchange Commission (SEC).
These institutions hold a total of 34.5K shares
.
Largest 10 shareholders include Arvest Bank Trust Division (12.4K shares), Coston, McIsaac & Partners (11.3K shares), GREAT LAKES ADVISORS, LLC (5.94K shares), FERGUSON WELLMAN CAPITAL MANAGEMENT, INC (3.15K shares), TUCKER ASSET MANAGEMENT LLC (633 shares), Alpine Bank Wealth Management (625 shares), Eagle Bay Advisors LLC (503 shares), SILVERCREST ASSET MANAGEMENT GROUP LLC (0 shares), ORG Partners LLC (0 shares), and RiverFront Investment Group, LLC (0 shares).
This table shows the top 7 institutional shareholders of the company equity. This data is sourced directly from the SEC via 13F filings.
| Investor |
Option |
Weight % |
Change % |
Value $ |
* Price $ |
Shares |
Share Change |
Activity |
Report Period |
* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.